Step 2 - New Client Detailed Questionnaire*

Business name?*

When was your business established?*

What state was your business established in?*

EIN (Enter social if that is what is used for DBA)*

What industry are you in? *

Owner(s) name(s) and percentage of ownership?*

Ex: Mary Smith 50% and Joe Smith 50%

Sole Proprietor / LLC Single Member (Tax Form Schedule C)LLC - Partnership (Tax Form 1065)S-Corporation (Tax Form 1120-S)Corporation (Tax Form 1120)Non-profit (Form 990)

Prior Year Revenue (Before Expenses)*

Est. Current Year Revenue (Before Expenses)*

Number of bank accounts and credit cards (Ex: 1 Bank and 2 Credit Cards)*

Who do you bank with?*

Any long or short term loans? If yes, please explain.*

Number of business credit cards?*

Do you run any of your expenses on personal bank or credit cards? *

Do you have contract labor?*

Who is your payroll provider? If you do not have payroll, type N/A.*

Payroll employees receive a W-2.

Are you past due on taxes? If so, how long past due? Provide any helpful information.*

Is there anything else we need to know or you would like to share about your business? *

Please pull the following documents for our meeting and be ready to upload them to your client portal.

EIN Letter

S-Corp Approval Letter (if applicable)

Formation Documents (Secretary of State / LLC Paperwork)

Operating Agreement

FOR TEXAS

These are found on Comptroller correspondence on the upper left hand corner.

Comptroller XT # (Franchise Tax)

Comptroller RT # (Sales & Use Tax)

This helps us understand the ins and outs of your business:

Recent Bank Statement

Recent Credit Card Statement

Upload anything else that may help us.